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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,191 | $49,896-1.4% | $80,627-39.0% | $75,173-34.6% |
| Participation rate | 67.6% | 55.3%+12.2pp | 67.0%+0.6pp | 67.2%+0.4pp |
| Annual return | 24.67% | 34.67%-10.0pp | 936.76%-912.1pp | 160.72%-136.1pp |
| Employer contribution / active EE | $2,652 | $1,699+56.1% | $2,723-2.6% | $2,671-0.7% |
| Participant deferral / active EE | $5,449 | $2,992+82.2% | $4,443+22.7% | $4,126+32.1% |
| Admin fee / account holder | $2 | $3,578-100.0% | $5,381-100.0% | $5,651-100.0% |